Why Switch to Roofr?

Pete: All right. Welcome everybody to the Roofr Masterclass. I'm your host, Pete McKendrick, with co-host Nic and, on our new platform here, testing it out for the first time. Welcome everybody to another Roofr masterclass.

So excited to get through this one today. We've been asked a lot why would we choose Roofr, right? Why would we go with Roofr? And so we thought, what's the best way to do it then. To jump on here and work our way through it today and give you guys a little look.

If you're considering Roofr here in the off season or in the slow season, right? You know, here's an opportunity for you to take a look and, and for us to run through it with you.  

Nic: For all my years in sales, this is my, my jam. Why switch to Roofr. I got a lot of reasons in there.

Pete: I mean, we've been getting this question even at events, Hey, I've looked at you guys a little bit. I've looked at the competition, you know, why would I choose you guys? Why are you guys different than X platform?

Nic: I think that's what we want to go over today is like, depending on your needs, depending on your company's goals, depending on where you guys are right now. We probably are the best one for you, but ultimately it's important to book a sales call with Roofr and go over your wants and needs.

When you're going through a sales call with Roofr. It's like, yes, this is a sales call. I don't like to run it like this. I want to find out. What you are doing now and what you're looking to do and see if we're a right fit for you. If not, then we'll point you in the right direction. The good news here at Roofr is, hey, we're friends with a lot of our competitors and we know a lot about them as well. So we might point you down the road to like, Hey, you should be with this CRM or this tool, or whatever the case may be 'cause it's better suited for what you need now.

But even the better news is that most of the time, we are the right role for you. Having everything under one hood, being able to streamline that for yourself and your team, allows you to get onboarded quicker, get rocking quicker, and get sales quicker. And that's ultimately what we're looking for.

Pete: Like Nic said, you know, a lot of it is about what works best for you, what you're looking for, what your needs are as a company, and what best fits. Size of your company.

You know, how niche you are and what you do, what other trades are you handling? All these things come into play. So there's a lot of questions you want to ask when you're looking at it, and we can talk through some of those today. As we demo Roofr here and talk about, you know, what are the questions maybe that you should be asking, you know, when you do get on these sales calls, right?

Nic: Mm-hmm.  

Pete: What should you be saying as a Roofr and what should you be asking about, you know?

But we'll dive into it. We got some housekeeping slides here really fast, and then we can get deeper in the weeds on that.

Nic: A hundred percent. If you have any questions or need anything, you just reach out to me and Pete, pete@Roofr.com and Nic@Roofr.com.

We always host these on our website and on our YouTube channel, so it'll always be there for you after. Feel free to ask any questions in the chat.

And I guess we can start off with. Our first poll question, do you currently use a CRM? So Joel's gonna throw that out there with our new fancy machine. This is super cool. I feel like I'm on CNN or Fox just getting that in. See how I cover both sides there Pete?

Pete: I saw that.  

Nic: A man of the people.

Ooh, it's live too. That's fun.

Pete, you brought up something just before and when you're talking about, questions that you should ask.

So a good way to tell if you're in a good demo or not. Where that person's looking out for you is. The questions that they're asking you and how pertinent they are to what you are currently doing and what you wanna do in the future. And like the days of the past of like the Rodney Webb style selling, where like you're sitting down, you're not getting off this zoom until we sign it on a dotted line, like that's not happening anymore.

And if you're in that situation, get the F out. Because like you're not, you can't be pressured into a CRM buy. It's one of the most important things that you guys gonna gonna have to run with. It's gonna run your business and is going to be responsible for your success or failure in that business.

What you're looking for from that seller is someone to be asking you questions on you, your situation, what you're using right now, all the tools that you're using, and in what way.

Understanding a little bit about your goals, and most importantly, your priorities.

And for you, what you should be asking is a couple good questions. I think that you should always ask on like user pricing and how it kind of grows and scales with you or not.

I would think very long and hard about your data. Where does your data go? We talk to users every single day, switching CRMs from one of the big legacy CRMs over to us. And the biggest hiccup that they have is that their data is not all theirs. They can easily pull out their contacts and jobs, but all those photos, documents, files, and stuff like that are locked in there. You wanna know where your data is and how easy it is to access it afterwards.

And then the third thing is onboarding, implementation, and training. Those three should go together. And what's the cost of it? What is it like and how do you help me? Those three things are big. If they're just gonna say, we only send you videos, it's easy, or it's gonna cost you two to three grand, or whatever the case is.

A bit of a red flag. We're in 2026 now. Things have changed and ultimately you want to make sure that you're with something that's going to teach you how to use it. The worst thing in the world is you having to pay for something and then you having to pay to learn how to use it or even get it set up.

So those things are the questions I'd be asking. And then. You know how it ties into my goals and my functions and my wants and dreams and everything else there. And I think the last thing I'll do is... Nic's advice corner. That's fantastic.

There's nice to haves and there's need to haves. Need to haves. Do not compromise on it. But the nice to haves, see where they are on the roadmap. Roadmaps can change for every company.

Pete: And I think the biggest thing too, for me, back in my day, you know,  

Nic: yeah.  

Pete: Back when I used to sell CRMs,  

Some of the most impactful demos that I used to do were completely around.

Pain points, right? Tell me what is your pain points with either your current CRM or your current process? And then let's talk about how we can potentially solve them with my software. Right? And sometimes it didn't even take a full demo to really make an impact when we focused on those things.

Go into these conversations thinking, does this CRM work for me right now? But will it still work for me with our three year plan, with our five-year plan, right? Mm-hmm.

When you go into it and all you're thinking about is, what can we do to fix this problem that we have today? We, you run into a situation where like, maybe that CRM that you pick doesn't work from you, a year from now, two years from now, three years from now. Right.

And so I've seen that time and time again where it's like, oh, we outgrew our CRM. Right, like luckily enough for us at Roofr, we're constantly evolving. The product's constantly changing, putting us in a really good position to be able to grow with you as a company.

We get people all the time, they're like, oh, I tried that CRM and I tried this CRM, and you know, you guys are my fifth CRM and all a sudden.

That's why, right? You're literally buying the CRM that looks the coolest or fixes the problem right now. Not the one that's gonna grow with you and be there three or five years from now. Right. So just, that's the biggest one. Not to steal Nic's advice corner there, but you know, old timer, wisdom.

Nic: I feel like Sage was an attack.

Pete: Well worded.

Nic: On that note too, give it some time. People that are very experienced and very used to a certain CRM that they've been working with a long time. When they switch, they're very quick to say, this doesn't work.

And a lot of it's recency bias. You're so used to how it was working and how it was done, and you've gotten so good at the clicks and knowing where to go in the old CRM that the new one, even though it can do more or can do things differently.

It seems overwhelming, so you just need to give it some time, do the homework, get into the, the courses and stuff like that. Luckily, Roofr has a lot of courses they can go through that are hyper specific, like these master classes, but on our, their education sessions at Roofr.com/implementation, hold those every day.

Pete: We pride ourself here at Roofr.

We have a build team, we have an implementation team, and those guys are specifically set up to try to mimic what you're doing. I mean, I've heard so many times, I literally have had contractors say, I don't trust my sales team to adopt this. Right. Yeah. And so, and I think a lot of it is just. Like I was saying, the build team and the implementation team. Definitely leverage those guys and say like, Hey look, this is our process.

We wanted to as closely resemble this as possible. Mm-hmm. So that there isn't that friction of like, oh, we have to relearn a whole new software, or we have to learn a whole new process of doing things just because we're using a CRM. I used to always tell people, give it a couple weeks. Let's get this thing dialed in.

Let's get your templates set up, your catalog hooked up. You know, like get it to, to where it mimics your process as much as possible. Then let's add the players right, and train them on it once it's all fully built.

Nic: Yeah, I'm gonna share my screen here.  

Live demo time,

as Pete's saying, like, get it set up. Why switch to Roofr? One of the big things is implementation doesn't cost anything, and we help build everything based on it. So if you were to sign up with Roofr and jump on one of the plans, we would send you out a form right off the bat.

You fill out that form. The more detailed, the better. And once you hit submit, our team starts building your system internally, the stages that you want, the workflows that you want, the proposals, the catalogs, and all that stuff in there, and then we go over it and train you and your team on how to use it.

So a big part about that is really trying to mimic and then starting from the beginning, your job board to match your sales process. You wanna make sure that everything kind of goes across this, the front to the end from new lead acquisition all the way into closed loss right off the bat.

And what's nice about Roofr is that you can customize these into what you're looking for. I think you said in the past, Pete, like the sweet spot's, like eight to 10, was it?

Pete: Somewhere in there, eight to 10 probably is gonna cover 90% of your situations, depending on what type of business you're doing.

I think I've seen 'em as small as five, and I've seen 'em as large as 50. So,  

Nic: yeah.  

Pete: I think five, I think can be too simplistic. Mm-hmm. I would say eight's a pretty good, sweet spot to land.  

Nic: And that way you can, like, you're not too granular, you're not micromanaging your team,

but also you're not too broad. And like you said, things can fall through the cracks there. This is your digital whiteboard. For anybody who has or had that whiteboard in their office with sticky notes across the board there, that's what we have here. And as you can see, you can drag those sticky notes across and drop them in new spots.

I prefer automations, and the system is really well situated for, automations and everything, but. Being able to have it all built in here, nice and clean is going to allow you to be more streamlined with that all as well. So once you have these, you have, these are your milestones.

Each stage is your next step, your big milestone of that lead. So it goes from new lead to appointment schedule to proposal sent, so on and so forth. And inside there you can see the tasks that are listed there. These tasks are your contributing actions that makes you move those milestones. Once these are all completed.

We can then move that across to the next field. And that's the way to kind of start off, to make sure that your team doesn't have a heart attack. When looking at a new tool, it's the process that they're used to inside your company. It's like, Hey, I take a new lead. I bring it here, bring it there.

You have contributing actions to make sure that they're doing while they're doing, making, filling it out, and you can make sure that their stage blocking tasks assigned directly to the people or due date. With those tasks associated as well. So my first step would be getting the implementation done and go following exactly what Pete said, making sure that this is going to be as easy to go through as possible that matches your current system so you don't hit them with a bunch of change at once.

People don't like change. We mentioned that before. So how do we make this more streamlined so that they're comfortable with what they're doing?  

Pete: Yeah. And I love the tasks, like a checklist. Mm-hmm. You know, a sub workflow, whatever you wanna call them, right? If you have a group of items that you want to get done inside of a specific workflow, like, Hey, you know, we got a new lead in before we schedule an appointment.

Here's all the things we'd like to do, or add an appointment. Here's all the things we'd like to do. Right? And you can mimic that, right? Like if you've got, you know, if your guys have a process out in the field, you want to mimic that in here. The checklist is a fantastic way to capture that. And, you know, and allow the team, and you can automate 'em.

Like Nic was saying, we've got a ton of automations. You can automate those checklists, those task lists to populate at certain stages and, and have, you know, you can assign people to things, set due dates, make block, you know, make some that block it from moving, you know, unless they're completed. So you have a lot of power here with the.

Task list and the checklist items here. They allow you to be more granular without clogging up that job board with a ton of workflow items. You can really capture a lot in these task lists here.

Nic: Automations is your key. 'cause you can have them set up per stage. So it automatically lays that out and you can see who's been completing these tasks, how it's been updated, everything else that's been going along throughout this process. So you can see the date, time, and who it was completed by.

So it's right way for learning and coaching as well. From like an ownership or management perspective, you can see who is completing the task and not actually doing it. Them or who is not completing the task, but still doing them. That's great education and great coaching ability that you can kind of break down with the information that you can see across that entire board there.

So that's a huge bonus that I highly recommend doing once you get started up and then you're able to rock and roll from there.  

Pete: Especially if you have new employees coming in, you know, some of you guys probably are hiring people as you ramp up into the season, right? If you have these checklists, these task lists built, and they automate and they just populate in there, it's an easy way to train new people to say like, Hey, you just go to these task lists, they're gonna tell you exactly what needs to be done at this stage in the workflow, right?

So it, it's gonna make them, the training part easier. It's gonna make them come up to speed faster. It's just sort gonna simplify the whole process for a new person altogether.  

Nic: Another thing that why switching to Roofr kind of is a little bit easier for some people is obviously we know that everything's in one spot, right?

That's a nice added bonus is where we have everything kind of in one spot from sites now to the instant estimator for lead capture measurements, proposals, PDF, signer, think DocuSign, but bigger built directly in here. Material orders linked with your major suppliers, work orders with crew management.

Now, invoices, payments, and everything else, that is a bonus in itself. You're not paying for multiple subscriptions and creating a Frankenstein within your current CRM. But the other thing that's really beneficial is the way that it's laid out in the job board. Obviously the UI or the user interface is really nice and clean, so it's easy on the eyes.

But also everything inside that job card is there that you need to run that job. And it's sequential, right? So you get in there, you have the information about the job, then you have the tasks that you need to do. Then you have the calendar appointments. The measurements right after the measurements, you typically need to build a proposal.

Maybe you have to sign a contract to get that going as well. Then I had to order materials, book my crew in, get paid with invoices, and then I could see anything with attachments and all that stuff as well. So having everything in a nice sequential format is going to allow you to be a lot more streamlined.

Allow your team to understand what's going on and for you to check in on them. If you have to do that, you can see it very quickly by just moving across that board as well.  

Pete: I love how we kind of built this out in like chronological order, right? It flows with the way you would flow through a job.

Nic: You want to be able to clean that up and be able to be simplified throughout that process as well.

A CRM, for you to be effective, needs to work with your speed as well. That speed to lead aspect, we need to be quicker on it because people are expecting speed. You have Amazon, you have everything else right now that is just so quick and so demanding.

And if you're not the first person out, you're probably going to lose that job. Pete's always, you've used that example of the plumber that you were calling where you just called a bunch, and the first guy that ended up coming through the door, was the one that you ended up hiring.  

Pete: Yeah.

Everybody has the opportunity now to be quick, right? To, to get their measurements quick, to get their proposals done fast, right? So you're in a market now where speed is of the essence.

You don't have the time to book an appointment next week and show up and talk to the customer. We're moving at a much faster pace now than we ever have before. Right. And, and so many of these customers want it that way, right?  

Nic: Mm-hmm.  

Pete: The new customer wants it done quickly.

They kind of have done their homework. They're not looking for a big, lengthy process and a lot of back and forth. They want something very straightforward, quick. Detailed that they can make a decision on it and make a call, get a signature, and go on with their day and, you know, and get their production done.

Nic: Yeah, and it's a big deal too, being able to make sure that you have everything set up for that customer is one thing, but then being able to be educational with them to be. Transparent with everything. Being able to break that all down so you can show them everything that needs to be done with the, like, the descriptions, the line items, the section headings, everything else, the upgrades, and letting them know what the options are there along with the presentation of those photos, those, catalog items.

Those colors, the warranties and everything else, all that stuff is super important so that you can get those signatures quick.

If you are an owner looking in at this now and trying to understand how can I make sure that my team is more successful this year, making sure you have an automated follow up so that everything can go through it very quickly, that they are able to follow up with the customers, but still able to get new leads.

And the only way to effectively do that is going through automations. Being able to automate those email and texts in here is going to allow you guys to look like you're on top of your game, even when you're not, even when you're on vacation, and making sure that you're giving those touch points that you need.

'cause ultimately it's gonna take like eight touches per job for you to get that winning contract at the end of the day. So we wanna be able to help throughout that process and get everything moving as quick as possible.  

Pete: Roofr was really kind of instrumental in changing the idea of a proposal in the roofing space, right?

To being this more presentation style educational piece. Right? Before it was like, Hey, we're just gonna throw a group of line items together, you know, maybe a quick explanation, a little scope of work, and get a signature on it. Kind of taking it to the next level here by allowing you to really build out a full blown presentation in that proposal.

If I'm not sitting at the kitchen table, I can still send that to a contractor and they can essentially use it to educate themself on products, to educate themselves on my company to make decisions as far as things like color and warranties and all this stuff. It's all built in there. Now we can set it up to, to house all that information in the proposal.

So that becomes a very, very powerful tool now.

Nic: And even on the work order side of things, like you can create this, I've been going down that sequential list inside that job card. As quick as I can during this process, but being able to send work orders out via text or email to my crew with all the information needed and get everything, to them fast, as well as, as you can see, email and texts going out to the customer.

Moving stages automatically, I've gone from, you know, new lead to appointment, scheduled to proposal sent, proposal one, production and pre-production. All in one spot is going to be huge.

So that's when you're looking at. How can we make sure that everything is dialed in the way that we need it to be?

Pete: It reduces the number because we're going from our measurement straight to our proposal, and the proposal allows us to produce, our material order, our work order, our invoice. We've reduced the amount of manual entries and therefore reduced the opportunities for mistakes.

I did a presentation at RCAT last fall, had a contractor stand up and he said, you know, hey, we used to not use work orders in our CRM. We used to just text our crews. And we texted one day and my guy put one wrong number in the text and they ended up roofing the wrong house.

So we want to reduce the opportunities for mistakes by taking the manual piece away. Being able to quickly take that proposal, turn it into a work order, turn it into a material order with just a click of a button, and not having to go in and manually enter stuff.

You know, we drastically reduce the opportunity for errors when it comes to the important stuff.

Like Nic said earlier, this becomes kind of our source of truth. Everything lives in here. Everyone has visibility of it, we're able to communicate it very easily.  

Nic: And you can see like, why switch to Roofr? Well, the streamlined nature of that. Being able to communicate with your team and your customers very well and being able to open up everything else. PDF sign of material orders, work orders all in one spot. You can mark things have been completed, that are in progress, whatever the case may be, and you can make sure that everything is set up for success for you and your team. And that's important because when you're going down the road and you're looking back, or you have a warranty claim, God forbid, or anything else, you wanna be able to go into the CRM and be like, well, it looked like you signed that quote on this date that you completed the shingle color option here on this date at this time. I have your signature on there. Yeah, the material orders were here. The work order was assigned to your crew for February 25th install and so on and so forth.

So when you are looking at a new CRM, make sure it can do all this. Make sure it's easy to track and understand what's where and when, because ultimately that is the biggest part about your company, the data that you know is the most important because that's going to be able to drive it.

The hardest thing that you're gonna run into is making sure that these people are putting the information into the CRM every single time. How do you make it easier? Get a system for them that works for them.

Once a couple of those automation reminders come back where people are signing those contracts a little bit easier and it's easier for them to find stuff, better believe they're gonna continue to add that stuff in. So find something that works with your team as much as it works with you.

Because that data is gonna be everything for you down the line.  

Pete: Yeah. And now, with our enhanced mobile experience, when your team is out in the field, they can put all this stuff in there and access all this information from the field.

Now I don't even have to wait to put this stuff in there so I can, you know, get access to it. It's so simple. Our mobile version is really user friendly. It's really easy to go in there, drop comments, notes, send messages, add tasks, all this stuff right, that we need to do.

Even just reference information like Nic said, you know, maybe a customer calls and says, Hey, you did my roof two months ago and I think I might have an issue. Like being able to quickly access that while you're on the phone in the field is just such a huge. Advantage and being able to talk educatedly mm-hmm.

About their account, you know, from wherever you're at. You know, just, it's a massive advantage to, to have all that stuff at your fingertips all the time.  

Nic: Yeah. You're on the road and you are like, what's your name again? Oh, it's Tom Brady. That name sounds familiar, but I just click into this and be like, okay, cool.

Yeah, I have all these jobs from you.

I noticed that you have a proposal out there right now. We have a measurement. It's around 32 squares that we're working on here 33 squares. If you add some waste in there, but yeah, I'm happy to help you out. By the way Tom, I know that we were able to install that CertainTeed landmark premium for you. Would you like to send a review? Can you send a review? Sounds good. I'm gonna send you a quick email out right now, and if you could fill out a review thing, it'd be great.

So that kind of stuff is going to make you very, very happy as well and make your customers even happier at the end of the road.

Thank you for your, your business, Tom Brady. Here's the reviews, automation right off the bat.  

Pete: Good old Tom.  

Nic: Tom Brady's a big fan of Roofr.  

Pete: Yeah. Always getting roofs done.

Nic: I know Jerry had a question there.

Pete: What kind of training and customer service will you provide

to an ignorant old cadre who is basically a one man show.  

Nic: That's our specialty.  

So, on the screen here,

this is going to be your, your entryway there, Jerry, to help you out if you're fighting technology. Don't worry. So am I. I make it look pretty on the screen. But I am a roofer by trade banging on shingles since I was 12 years old.

So the implementation is free. We're here for you. And depending on how you'd like to learn, right? If you'd like to learn in person, we have implementation specialists. Here's a couple of them right here.

And then we also have our customized support education sessions and other resources. On the education sessions is what I was talking about earlier. We have detailed classes every day. One every single day that you can see here where you can join and, watch and ask questions live like you're doing now with one of our implementation specialists.

Pro tip for everyone here just to register. And if you don't show up, you get the recording after. So it's going to help you out. It's gonna be sent to your email.

The other thing is if you do like doing things on your own and you like kind of learning on your own as well. We have a quick launch guide, we have a Roofr academy, we have the Roofr masterclass, and then again the implementations. So we're here for you. It's not a difficult system to use. My dad uses it. He's a 61-year-old roofer. does very well with it.

But yes, there's going to be a learning curve. I'm not gonna sugarcoat that, but it's not gonna be too hard. And we got support for you, Jerry.  

Pete: I mean, the team is fantastic. They do a great job, from the setup all the way through to the support, even after the fact, after you're up and running, you know, if you have questions or you run into something that you're struggling with, the team is always just a phone call away you know, or a text message away or whatever the case may be.

Nic: If you have any other questions, let us know. Highly recommend booking like Joel put on the bottom of the screen book a sales calls. Talk to the team, jump in, ask questions, see if this is the right fit for you. Ultimately, if it's not a right fit, they're gonna be able to point you in the right direction as well.

Pete: Yeah. Jason's question around email platforms, Jason. We do have a, Gmail connection as well as a Google Calendar connection.  

Nic: Like a homeowner portal,  

Pete: I'm assuming that's what he is referring to. Currently at this point, no, we don't have any direct portal that they can access.

You know, obviously we have all of our communication set up and like Nic said earlier, you can automate all of that. No customer portal as of yet.  

Nic: But Jason, most of our tools are kind of like a customer facing portal.

It's just not all together as one yet. So, like, if you're sending out a proposal, it's a live proposal. It's not a PDF, so it moves with you, the selections move with you. If you select multiple options, the math will add up right away. Same with the invoice, same with everything else so it makes a big, big difference.

Pete: Yeah. Jerry said payments question mark. Yes, we do have payments, so  

Nic: best rates in the industry as well. So it's 2.8% on credit card, 0.5% on ACH.  

Pete: Jason's got a question here. Any book appointment now links that tie into the calendar.

So in our instant estimator, Jason, you do have the ability to add a link. What a lot of guys will do is they'll add like a Calendly link or something like that, or their Google calendar link, there that the customer can click, they can book an appointment.

That Google Calendar can be linked to your Roofr calendar so that it will flow straight in and you'll have that visibility there. So a lot of guys are doing that.

When you link to Gmail, does it send all software emails through Gmail servers?

They still come from ours, I believe. Right? So they're, the email come from us. Even if you have your Gmail connected, they'll come out of Roofr.  

Nic: But yeah, they're all synced with Gmail. So it's all able to respond, view and all that stuff as well.  

Pete: Yeah. Jerry says Customer payments. Yes. Customer payments by credit card.

Nic: Check.  

Pete: You can handle all that through the platform. So you can, send a link to your customer. The customer can click on that, they can handle their payment right through that, rather than having to run around and chase checks.

And, yeah, we appreciate you guys jumping on today and, and learning a little bit more about Roofr. Hopefully we answered some of the questions and, like we said, always here to answer any other questions that you may have. We appreciate you guys all jumping on. Thank you. Thanks everyone. We'll see you next time on the Roofr Masterclass.

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